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Personal CFO Solutions’s Oracle ORCL Stock Holding History

Personal CFO Solutions’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.57M Buy
17,496
+1,311
+8% +$213K 0.36% 43
2025
Q4 		$3.15M Sell
16,185
-457
-3% -$109K 0.5% 32
2025
Q3 		$4.68M Sell
16,642
-2,712
-14% -$691K 0.82% 17
2025
Q2 		$4.23M Sell
19,354
-652
-3% -$105K 0.78% 19
2025
Q1 		$2.8M Buy
20,006
+2,656
+15% +$432K 0.57% 29
2024
Q4 		$2.89M Buy
17,350
+3,670
+27% +$652K 0.57% 28
2024
Q3 		$2.33M Buy
13,680
+7,990
+140% +$1.16M 0.33% 60
2024
Q2 		$803K Sell
5,690
-3,823
-40% -$475K 0.12% 162
2024
Q1 		$1.19M Buy
9,513
+174
+2% +$19.9K 0.19% 105
2023
Q4 		$985K Buy
9,339
+4,978
+114% +$543K 0.17% 118
2023
Q3 		$462K Buy
4,361
+511
+13% +$59.1K 0.09% 214
2023
Q2 		$458K Sell
3,850
-35
-0.9% -$3.62K 0.09% 221
2023
Q1 		$361K Buy
3,885
+145
+4% +$12.7K 0.07% 264
2022
Q4 		$306K Sell
3,740
-4,587
-55% -$349K 0.06% 290
2022
Q3 		$509K Buy
8,327
+175
+2% +$12.8K 0.13% 152
2022
Q2 		$570K Buy
8,152
+215
+3% +$15.7K 0.13% 133
2022
Q1 		$657K Sell
7,937
-778
-9% -$63K 0.13% 151
2021
Q4 		$760K Buy
8,715
+2,260
+35% +$212K 0.14% 139
2021
Q3 		$562K Buy
6,455
+1,652
+34% +$146K 0.12% 172
2021
Q2 		$374K Buy
4,803
+514
+12% +$40.2K 0.08% 233
2021
Q1 		$301K Buy
4,289
+250
+6% +$16.2K 0.07% 256
2020
Q4 		$261K Sell
4,039
-1,907
-32% -$114K 0.06% 276
2020
Q3 		$0 Sell
5,946
-374
-6% -$21.2K ﹤0.01% 276
2020
Q2 		$349K Buy
+6,320
New +$335K 0.1% 181
2019
Q4 		– Sell
-14,639
Closed -$809K – 374
2019
Q3 		$809K Buy
+14,639
New +$809K 0.32% 75

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal CFO Solutions's ORCL Position: Q1 2026 in Review

Personal CFO Solutions increased its Oracle (ORCL) stake by 8.1% in Q1 2026, buying an estimated $213K and bringing the position to 17,496 shares worth $2.57M. The position accounts for 0.36% of the portfolio, ranked #43.

Personal CFO Solutions first reported a position in ORCL in Q3 2019 and has held it in 25 quarters since. The position peaked at $4.68M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Personal CFO Solutions held 17,496 shares of Oracle worth $2.57M as of Q1 2026.
  • Personal CFO Solutions bought 1,311 Oracle shares in Q1 2026, an estimated $213K.
  • Oracle made up 0.36% of Personal CFO Solutions's portfolio in Q1 2026, its #43 holding.
  • Personal CFO Solutions first reported a position in Oracle in Q3 2019 and has held it in 25 quarters since.
  • Personal CFO Solutions's Oracle position peaked at $4.68M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.